How Do Tasks Work?

Your "My Desk" magically creates tasks that need your attention, such as an invoice that is due to be sent, income/expense transactions that need to be filed plus more! You can also create tasks & lists, set due date or defer them for a later date and manage them all via your My Desk in AND CO!  #Magical

Here's a short intro video of your My Desk in action!!

Tasks

To get started with tasks head to your "My Desk" Tab

Select My Desk > New Task

Add the details of your task eg. Call Jane and select > set details

Select to set the details of the tasks, eg. discuss project and schedule meeting. You can also Tag, the related project/client/list to the specific task and add a due date or hide the task to a later date. 

Add details: Allows you to add additional details about the task
Set Due Date: Allows you to set a due date for the task
Hide Until: Allows you to hide/defer the task until a later date when you would like it to be displayed on your Desk
Assign To: Allow you assign the task to a project, client or list
Repeat Task: Allows you to set a recurring task

Once you have set the details of the task > select save changes. Once saved you can view your tasks via your "My Desk"

Lists

Create and manage your lists via your "My Desk" tab by selecting >All Tab > Create New List or by selecting the already created list. 

Once you have entered in the name of your new list hit enter and save the new list. You can also remove/delete lists by selecting the All tab > select the X next to the list you want to delete or edit by selecting the pencil edit icon.  

You can then select each lists and add tasks within each list. You can also tag tasks to the list.

My Desk - Menu

To access and toggle between open tasks, done tasks, future tasks or filter them by order, due date, kind simply select the menu bar on top and select your preferred option/filter.

When you hover your mouse over the task you will see two options.

1. The 3 horizontal lines allow you to reorder the task by dragging and dropping 
2. The 3 dots allow you to select to mark the task as done or defer the task

Tasks via the Project 

You can also create tasks via each project by selecting the projects tab > select the project > tasks > add task

Tasks Via The Clients Tab

💌  Please reach out to your friendly CO's via the Chief Operator tab in the app should you have any questions or concerns. 💌

__________________________________________________________________